How Octave Therapy Unlocked 10x Credentialing Capacity with Felicity
Business Impact
2 Hours → 5 Minutes
Reduction in processing times
20 → 200 Providers
Increase in credentialing throughput per week
+$200K Revenue
Increase in weekly revenue capacity enabled
The Customer
Octave Therapy is a leading behavioral health provider helping patients access high-quality mental healthcare through a growing network of licensed therapists and providers.
As demand for mental health services accelerated, Octave faced a critical operational challenge: onboarding providers quickly enough to meet patient demand. Provider credentialing, a complex process involving multiple systems, compliance requirements, and manual verification steps, had become a constraint on growth.
To continue expanding its provider network without increasing operational headcount, Octave partnered with Felicity AI to automate its credentialing operations end-to-end. Today, credentialing throughput has increased by up to 10X while processing time has been reduced by more than 95%, allowing Octave to onboard providers at scale without adding administrative burden.
The Problem
Credentialing is one of the most operationally intensive workflows in healthcare.
At Octave, onboarding a provider required manual coordination across more than ten systems, including credentialing platforms, CRM systems, verification tools, and internal tracking workflows. Team members spent hours moving information between applications, monitoring credentialing status, reviewing documentation, and updating records.
The process created several challenges:
Approximately two hours of manual work per provider
Throughput limited to 15 to 20 providers per week
Credentialing delays slowed provider onboarding
Operations teams spent significant time on repetitive administrative work
Growth was increasingly constrained by onboarding capacity
As Octave expanded its provider network, credentialing risked becoming a bottleneck to both patient access and revenue growth.
The Solution
Octave partnered with Felicity AI to redesign and automate the credentialing workflow from intake through activation.
Felicity AI integrated directly with Octave's onboarding, credentialing, and verification systems through a combination of API integrations and secure browser automation. This enabled the platform to replicate the work previously performed manually by operations teams while maintaining accuracy and compliance.
The automated workflow now pulls provider information, performs credentialing and verification checks, monitors status changes in real time, and routes exceptions for human review when needed.
The result is a scalable operating model that supports rapid growth without increasing administrative burden.
End-to-end Automation.
Automates the entire credentialing process from intake to activation.
Real-time Visibility.
Monitors workflow progress and status changes in real time
Built-in Compliance.
Maintains accuracy and compliance across all systems.
“This platform empowers teams that previously didn't have the expertise to automate effectively. Felicity has made automation truly accessible for our operations, and they've been an incredible partner in setting us up for success from day one."
Raul Estrada
VP, Operations, Octave Therapy